Spreadsheet Server for use with Lawson - Global Software, Inc.
Spreadsheet Server for use with Lawson - Global Software, Inc. Spreadsheet Server for use with Lawson - Global Software, Inc.
47 Spreadsheet Server for use with Lawson - Release V12 R5 M1 4.9 Spreadsheet Server Segment Lists 4.9.1 Create/Maintain Segment Lists Spreadsheet Server Segment Lists are used to create a hierarchy of individual segments which can be used in a single GXL formula. A segment list may be used within a standard GXL formula by replacing any of the account segment values with the desired segment list name. A caret symbol (^) must be inserted prior to the segment list name in the formula for the system to recognize the segment list. A user's ability to create/maintain segment lists is determined by a parameter setting on the user's User tab in the Configurator component. 1. In Excel from the SS toolbar or ribbon, select Segment Lists (see SS Toolbar or SS Ribbon). The Maintain Segment Lists panel appears. Nav Tip:This panel may also be accessed by selecting the Segment Lists tab on the Control Panel -or- by selecting the Maintain Segment Lists button on the General Settings panel. 2. To create a new segment list, enter a segment list name and description, and then click the Add List button. This action creates the segment list header. 3. Enter the desired segment values in the Segment List Value field. Click the Add Inclusive Value or Add Exclusive Value button depending on desired criteria. If a value is excluded, a slash will appear in front of the list value. Single segment values, ranges, wildcards, or existing segment lists (nested) can be used. Segment lists can be used for any portion of the account string. When all values have been entered, click OK. 4. To remove a value from the segment list, select the value in the grid and click the Remove Value button. 5. To change an existing segment list's description or segment list values, select the desired segment list and key over the description and/or update the segment list values. When changes are complete, click OK. 6. To copy or delete a segment list, select the list and click either the Copy List or Remove List button.
Building Spreadsheets 48 7. To paste a segment list name to the current active cell on a spreadsheet, select the segment list and click the Insert List icon on the toolbar. 8. To copy all segment lists (name, description and values) to the clipboard, click the Copy Segment Lists icon on the toolbar. The data may then be pasted into Excel, Notepad, Word, etc. for review and/or printing. 9. To lock a segment list, select the list and click the Lock icon on the toolbar. The Password dialog box appears. Enter the desired password and click OK. Locking the segment list allows other users to access the segment list but prevents changes from being made. 10. To unlock a segment list, select the list and click the Unlock icon on the toolbar. The Password dialog box appears. Enter a valid password and click OK. Note: In the event the individual required passwords are lost or forgotten, contact your administrator for the override password. 11. To unlock all segment lists, click the Unlock All icon on the toolbar. The password dialog box appears. Enter the override password and click OK. 12. To purge the balances in the PC Cache file for a segment list, select the list and click the Purge List from Cache icon on the toolbar. This action can be used if a segment list is deleted or if list values are altered. 13. To import segment lists from other users' segment list .mdb files or from an ad-hoc, click the Import Segment Lists icon on the toolbar. The system prompts for the source from which to import the segment list, either an ad-hoc or a segment list mdb. Select the appropriate source. This action opens either a list of existing adhocs or the Windows Explorer panel. Select the desired ad-hoc -or- browse to the location of the segment list .mdb file. Once an ad-hoc or .mdb file is selected and the values have been imported, the Maintain Segment Lists panel is automatically closed. 14. To access a list of valid values or a list of hierarchy values for each account segment, click the Locate Segment icon on the toolbar. The Locate a Segment Value or Hierarchy panel appears. Refer to Locate Segment Value or Hierarchy for more information. 15. To perform a mass clean up of the segment list mdb file based upon filter criteria, click the Cleanup Segment List Database icon on the toolbar. This function is password protected. Contact Global for more information. 16. When the segment list(s) is complete, click OK. Global Software, Inc.
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- Page 3 and 4: Spreadsheet Server for use with Law
- Page 5 and 6: Contents II 2 Review/Refresh ......
- Page 7 and 8: Spreadsheet Server Overview 4 1.2 F
- Page 9 and 10: Spreadsheet Server Installation 6 2
- Page 11 and 12: Getting Started 8 3 Getting Started
- Page 13 and 14: Getting Started 10 Menu Item Genera
- Page 15 and 16: Getting Started 12 3.1.3 SS Ribbon
- Page 17 and 18: Getting Started 14 3.2 Starting Spr
- Page 19 and 20: Getting Started 16 3.3 Control Pane
- Page 21 and 22: Getting Started 18 3.3.1 Control Pa
- Page 23 and 24: Getting Started 20 3.4 User Setting
- Page 25 and 26: Getting Started 22 Button View Log
- Page 27 and 28: Getting Started 24 5. The Performan
- Page 29 and 30: Building Spreadsheets 26 4.1 Build
- Page 31 and 32: Global Software, Inc. Building Spre
- Page 33 and 34: Building Spreadsheets 30 4.1.1 Buil
- Page 35 and 36: Building Spreadsheets 32 4.1.3 Buil
- Page 37 and 38: Building Spreadsheets 34 3. Use the
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- Page 41 and 42: Building Spreadsheets 38 4.3 GXD Fo
- Page 43 and 44: Building Spreadsheets 40 Note: For
- Page 45 and 46: Building Spreadsheets 42 4.6 Locate
- Page 47 and 48: Building Spreadsheets 44 4.7 List A
- Page 49: Building Spreadsheets 46 To Expand
- Page 53 and 54: Building Spreadsheets 50 4.9.3 SSLD
- Page 55 and 56: Calculations 52 5 Calculations 5.1
- Page 57 and 58: Drill Down Functionality 54 6 Drill
- Page 59 and 60: Drill Down Functionality 56 6.1.1 C
- Page 61 and 62: Drill Down Functionality 58 6.3 Dri
- Page 63 and 64: Review Account Master 60 7 Review A
- Page 65 and 66: Review Account Master 62 7.3 View A
- Page 67 and 68: Miscellaneous Features 64 8 Miscell
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- Page 71 and 72: Miscellaneous Features 68 8.4 Expan
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- Page 81 and 82: Miscellaneous Features 78 8.7 Disab
- Page 83 and 84: Miscellaneous Features 80 8.9 View
- Page 85 and 86: Index 82 Index - A - account 62 bal
- Page 87: Index 84 - S - security account pro
Building <strong>Spreadsheet</strong>s 48<br />
7. To paste a segment list name to the current active cell on a spreadsheet, select the segment list and click the<br />
Insert List icon on the toolbar.<br />
8. To copy all segment lists (name, description and values) to the clipboard, click the Copy Segment Lists icon on<br />
the toolbar. The data may then be pasted into Excel, Notepad, Word, etc. <strong>for</strong> review and/or printing.<br />
9. To lock a segment list, select the list and click the Lock icon on the toolbar. The Password dialog box appears.<br />
Enter the desired password and click OK. Locking the segment list allows other <strong>use</strong>rs to access the segment<br />
list but prevents changes from being made.<br />
10. To unlock a segment list, select the list and click the Unlock icon on the toolbar. The Password dialog box<br />
appears. Enter a valid password and click OK.<br />
Note: In the event the individual required passwords are lost or <strong>for</strong>gotten, contact your administrator <strong>for</strong> the<br />
override password.<br />
11. To unlock all segment lists, click the Unlock All icon on the toolbar. The password dialog box appears. Enter<br />
the override password and click OK.<br />
12. To purge the balances in the PC Cache file <strong>for</strong> a segment list, select the list and click the Purge List from<br />
Cache icon on the toolbar. This action can be <strong>use</strong>d if a segment list is deleted or if list values are altered.<br />
13. To import segment lists from other <strong>use</strong>rs' segment list .mdb files or from an ad-hoc, click the Import Segment<br />
Lists icon on the toolbar. The system prompts <strong>for</strong> the source from which to import the segment list, either an<br />
ad-hoc or a segment list mdb. Select the appropriate source. This action opens either a list of existing adhocs<br />
or the Windows Explorer panel. Select the desired ad-hoc -or- browse to the location of the segment list<br />
.mdb file. Once an ad-hoc or .mdb file is selected and the values have been imported, the Maintain Segment<br />
Lists panel is automatically closed.<br />
14. To access a list of valid values or a list of hierarchy values <strong>for</strong> each account segment, click the Locate<br />
Segment icon on the toolbar. The Locate a Segment Value or Hierarchy panel appears. Refer to<br />
Locate Segment Value or Hierarchy <strong>for</strong> more in<strong>for</strong>mation.<br />
15. To per<strong>for</strong>m a mass clean up of the segment list mdb file based upon filter criteria, click the Cleanup Segment<br />
List Database icon on the toolbar. This function is password protected. Contact <strong>Global</strong> <strong>for</strong> more in<strong>for</strong>mation.<br />
16. When the segment list(s) is complete, click OK.<br />
<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.